INVESCO EXCH TRADED FD TR II (IDMO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
273
Reporting holders
$2.7B
Reported value
0.0%
Held as options
+18
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $404.1M | 6,703,162 | 0.09% | 19q | +19.2%+$65.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $212.4M | 3,522,215 | 0.11% | 8q | +12.4%+$23.4M |
| Cetera Investment Advisers | $136.7M | 2,267,920 | 0.12% | 6q | +8.1%+$10.2M |
| SHP Wealth Management | $123.3M | 2,044,639 | 8.48% | 3q | +2.0%+$2.5M |
| RAYMOND JAMES FINANCIAL INC | $94.2M | 1,562,547 | 0.03% | 7q | +4.9%+$4.4M |
| GREAT VALLEY ADVISOR GROUP, INC. | $93.6M | 1,553,226 | 1.48% | 6q | +11.6%+$9.7M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $84.1M | 1,394,238 | 0.01% | 4q | +34.8%+$21.7M |
| Sixth Street Partners Management Company, L.P. | $84.1M | 1,394,238 | 0.01% | new | NEW |
| Equitable Holdings, Inc. | $55.8M | 925,783 | 0.33% | 6q | +27.7%+$12.1M |
| OSAIC HOLDINGS, INC. | $51.9M | 861,279 | 0.06% | 14q | +35.3%+$13.6M |
| COMMONWEALTH EQUITY SERVICES, LLC | $48.5M | 804,670 | 0.06% | 9q | +11.8%+$5.1M |
| MERCER GLOBAL ADVISORS INC /ADV | $44.5M | 738,818 | 0.03% | 4q | +143.8%+$26.3M |
| HighTower Advisors, LLC | $43.0M | 713,099 | 0.04% | 4q | +26.1%+$8.9M |
| MML INVESTORS SERVICES, LLC | $42.5M | 704,192 | 0.09% | 11q | +37.2%+$11.5M |
| ENVESTNET ASSET MANAGEMENT INC | $37.9M | 628,079 | 0.01% | 13q | +12.2%+$4.1M |
| ADAMSBROWN WEALTH CONSULTANTS LLC | $37.7M | 624,654 | 7.10% | 6q | +5.1%+$1.8M |
| BANK OF AMERICA CORP /DE/ | $36.9M | 612,147 | 0.00% | 3q | +14.3%+$4.6M |
| Drake & Associates, LLC | $36.1M | 598,229 | 6.08% | 5q | +9.1%+$3.0M |
| PLANNING ALTERNATIVES LTD /ADV | $30.4M | 503,718 | 3.26% | 2q | +4.3%+$1.3M |
| Gratus Wealth Advisors, LLC | $28.4M | 470,420 | 3.61% | 2q | +3.0%+$820.2K |
| MANCHESTER FINANCIAL INC | $27.9M | 463,576 | 4.97% | 3q | +1.7%+$456.0K |
| WELLS FARGO & COMPANY/MN | $27.7M | 459,347 | 0.00% | 14q | -35.9%-$15.5M |
| Modern Wealth Management, LLC | $27.6M | 457,489 | 0.33% | 5q | +84.5%+$12.6M |
| Retirement Management Systems Inc. | $26.3M | 435,488 | 5.38% | 3q | +7.4%+$1.8M |
| Whitaker-Myers Wealth Managers, LTD. | $26.1M | 432,402 | 4.35% | 4q | +8.7%+$2.1M |
| Rooted Wealth Advisors, Inc. | $25.8M | 428,286 | 6.32% | 4q | +13.0%+$3.0M |
| Insight Wealth Strategies, LLC | $23.1M | 385,732 | 2.25% | 4q | +4.7%+$1.0M |
| Kestra Advisory Services, LLC | $20.8M | 344,938 | 0.07% | 5q | +11.4%+$2.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $20.5M | 340,977 | 0.03% | 13q | +6.6%+$1.3M |
| D'Orazio & Associates, Inc. | $19.4M | 321,925 | 2.25% | 5q | +13.5%+$2.3M |
| Three Cord True Wealth Management, LLC | $18.9M | 313,992 | 9.01% | 5q | +8.3%+$1.4M |
| Private Advisor Group, LLC | $17.2M | 285,327 | 0.08% | 13q | -8.3%-$1.6M |
| NOMURA ASSET MANAGEMENT CO LTD | $16.9M | 279,800 | 0.04% | new | NEW |
| Bucket List Wealth Management, LLC | $15.3M | 253,224 | 7.52% | 3q | +17.9%+$2.3M |
| Clark Wealth Partners | $14.4M | 239,167 | 8.14% | 7q | +1.4%+$195.8K |
| TITLEIST ASSET MANAGEMENT, LLC | $14.3M | 237,623 | 0.96% | 7q | +4.2%+$573.4K |
| Kovack Advisors, Inc. | $14.2M | 237,623 | 0.68% | 4q | +2.2%+$305.2K |
| StoneCrest Wealth Management, Inc. | $13.5M | 224,418 | 4.32% | 5q | HELD |
| Kingsview Wealth Management, LLC | $13.5M | 224,057 | 0.16% | 5q | +18.7%+$2.1M |
| Amplius Wealth Advisors, LLC | $13.4M | 222,327 | 0.98% | 6q | +15.9%+$1.8M |
| Meridian Wealth Management, LLC | $13.3M | 220,360 | 0.41% | 4q | +35.6%+$3.5M |
| JANE STREET GROUP, LLC | $12.1M | 200,000 | 0.00% | 14q | +140.9%+$7.1M |
| Cyr Financial Inc. | $12.1M | 199,919 | 6.28% | 7q | +5.4%+$615.3K |
| Per Stirling Capital Management, LLC. | $12.0M | 198,739 | 1.14% | 5q | -0.6%-$66.9K |
| Segment Wealth Management, LLC | $11.1M | 184,417 | 0.58% | 4q | +1789.5%+$10.5M |
| AAF Wealth Management, LLC | $11.0M | 183,135 | 4.07% | new | NEW |
| CPA Asset Management Group, LLC | $10.7M | 176,931 | 3.07% | 3q | +251.6%+$7.6M |
| SILVER OAK SECURITIES, INCORPORATED | $10.5M | 174,816 | 0.64% | 6q | +2.0%+$204.1K |
| Tidemark, LLC | $10.5M | 174,610 | 2.37% | 11q | +4.3%+$435.7K |
| Integrated Wealth Concepts LLC | $10.5M | 173,493 | 0.05% | 13q | +262.7%+$7.6M |
| Welch Financial Planning, LLC | $10.3M | 170,302 | 5.98% | 3q | +60.4%+$3.9M |
| Dogwood Wealth Management LLC | $9.7M | 160,272 | 3.81% | 5q | +9.7%+$856.9K |
| Systelligence, LLC | $9.4M | 156,673 | 1.58% | 9q | -5.1%-$510.2K |
| Trademark Financial Management, LLC | $9.4M | 156,389 | 3.86% | 7q | +14.6%+$1.2M |
| IFC & Insurance Marketing, Inc. | $9.1M | 151,715 | 8.05% | 2q | +8.2%+$692.6K |
| Hidden Cove Wealth Management, LLC | $9.0M | 148,674 | 4.94% | 2q | +19.9%+$1.5M |
| RFG Advisory, LLC | $8.6M | 142,809 | 0.13% | 5q | -75.0%-$25.8M |
| Simplicity Wealth,LLC | $8.2M | 135,229 | 0.28% | new | NEW |
| WealthCare Investment Partners, LLC | $7.9M | 131,304 | 1.92% | 5q | -3.0%-$246.6K |
| SMITH, MOORE & CO. | $7.7M | 128,251 | 0.50% | 5q | +40.3%+$2.2M |
| Alpine Bank Wealth Management | $7.7M | 127,504 | 0.99% | 7q | -14.5%-$1.3M |
| Legend Financial Advisors, Inc. | $7.5M | 124,008 | 4.25% | 6q | -0.9%-$69.8K |
| Brookstone Capital Management | $7.2M | 119,574 | 0.07% | 10q | -48.6%-$6.8M |
| Waverly Advisors, LLC | $6.6M | 109,942 | 0.04% | 2q | +8402.9%+$6.6M |
| INDEPENDENT FINANCIAL GROUP, LLC | $6.6M | 109,103 | 0.12% | 4q | +62.1%+$2.5M |
| PERSPECTIVE WEALTH ADVISORS LLC | $6.4M | 106,560 | 3.53% | 3q | +33.5%+$1.6M |
| Horizon Investment Services, LLC | $6.3M | 104,834 | 1.76% | 7q | +5.1%+$305.9K |
| San Luis Wealth Advisors LLC | $6.3M | 104,703 | 0.95% | 3q | +14.3%+$787.6K |
| HARBOUR INVESTMENTS, INC. | $6.1M | 101,105 | 0.08% | 21q | -19.0%-$1.4M |
| Baird Financial Group, Inc. | $6.1M | 100,454 | 0.01% | 2q | HELD |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | $6.0M | 99,639 | 2.92% | 5q | +2.5%+$145.4K |
| Sigma Planning Corp | $5.7M | 94,459 | 0.14% | 10q | +2.2%+$121.9K |
| CITADEL ADVISORS LLC | $5.5M | 91,400 | 0.00% | 5q | -41.1%-$3.8M |
| Urban Wealth Management, LLC | $5.1M | 84,462 | 4.44% | 3q | +3.3%+$163.4K |
| Embree Financial Group | $5.1M | 83,859 | 0.51% | 6q | +62.4%+$1.9M |
| Performance Wealth Partners, LLC | $5.0M | 83,189 | 0.12% | 5q | +27.2%+$1.1M |
| &PARTNERS | $4.8M | 79,807 | 0.02% | 5q | +10.2%+$444.5K |
| Greenline Wealth Management LLC | $4.7M | 78,441 | 3.89% | 3q | +11.4%+$485.6K |
| Paladin Advisory Group, LLC | $4.7M | 77,840 | 3.12% | 3q | +2.0%+$90.5K |
| Cedar Wealth Management, LLC | $4.6M | 76,766 | 1.19% | 2q | +57.1%+$1.7M |
| IFG Advisory, LLC | $4.6M | 75,772 | 0.16% | new | NEW |
| Perigon Wealth Management, LLC | $4.5M | 73,891 | 0.07% | 5q | +14.4%+$561.4K |
| STIFEL FINANCIAL CORP | $4.3M | 72,011 | 0.00% | 15q | -2.5%-$111.9K |
| LEAVELL INVESTMENT MANAGEMENT, INC. | $4.2M | 70,398 | 0.16% | 8q | +13.7%+$510.8K |
| CPWA, LLC | $4.1M | 68,731 | 4.81% | 2q | +2.1%+$83.3K |
| Professional Financial Advisors, LLC | $4.1M | 68,552 | 0.71% | 13q | +4.4%+$173.5K |
| Riverstone Advisors, LLC | $4.1M | 68,484 | 1.71% | 5q | +35.4%+$1.1M |
| Able Wealth Management LLC | $4.1M | 67,724 | 0.94% | 5q | -33.3%-$2.0M |
| GTS SECURITIES LLC | $4.1M | 67,491 | 0.09% | 2q | +127.2%+$2.3M |
| AssuredPartners Investment Advisors, LLC | $4.1M | 67,249 | 0.39% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $4.0M | 67,117 | 0.21% | 5q | -4.8%-$202.3K |
| Marshall & Sterling Wealth Advisors Inc. | $3.8M | 63,204 | 2.26% | 3q | -4.8%-$193.4K |
| KRAEMATON INVESTMENT ADVISORS, INC | $3.8M | 62,634 | 2.81% | 5q | +2.8%+$101.5K |
| PCG Wealth Advisors, LLC | $3.8M | 62,617 | 0.84% | 4q | -6.1%-$246.2K |
| TRUIST FINANCIAL CORP | $3.7M | 62,079 | 0.00% | 7q | +6.3%+$221.7K |
| WJ Wealth Management, LLC | $3.7M | 61,478 | 1.46% | 5q | HELD |
| RDA Financial Network | $3.6M | 60,213 | 0.79% | 5q | +6.1%+$208.9K |
| WPG Advisers, LLC | $3.6M | 59,640 | 2.11% | 4q | +23.9%+$692.5K |
| CreativeOne Wealth, LLC | $3.6M | 58,937 | 0.08% | 7q | +16.0%+$491.4K |
| Tempus Wealth Planning, LLC | $3.4M | 56,380 | 0.66% | 3q | +90.2%+$1.6M |
Showing the largest 100 of 287 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 273 | $2.7B | 44,435,980 | 46 | 154 | 43 | 0.0% |
| Q1 2026 | 255 | $2.1B | 39,055,758 | 52 | 145 | 32 | 0.0% |
| Q4 2025 | 216 | $1.6B | 28,829,561 | 44 | 119 | 22 | 0.0% |
| Q3 2025 | 172 | $1.1B | 20,923,179 | 52 | 89 | 17 | 0.0% |
| Q2 2025 | 126 | $576.7M | 11,258,048 | 59 | 48 | 11 | 0.0% |
| Q1 2025 | 74 | $237.9M | 5,385,429 | 23 | 24 | 17 | 0.0% |
| Q4 2024 | 64 | $120.1M | 2,954,718 | 19 | 20 | 12 | 0.0% |
| Q3 2024 | 50 | $131.5M | 3,125,357 | 8 | 21 | 10 | 0.0% |
| Q2 2024 | 48 | $74.5M | 1,803,013 | 17 | 17 | 6 | 0.0% |
| Q1 2024 | 36 | $54.6M | 1,298,641 | 10 | 10 | 8 | 0.0% |
| Q4 2023 | 29 | $55.2M | 1,497,677 | 6 | 11 | 8 | 0.0% |
| Q3 2023 | 24 | $41.1M | 1,239,110 | 4 | 10 | 6 | 0.0% |
| Q2 2023 | 22 | $34.1M | 1,033,788 | 9 | 8 | 1 | 0.0% |
| Q1 2023 | 14 | $6.2M | 191,403 | 6 | 5 | 0 | 0.0% |
| Q4 2022 | 11 | $6.7M | 212,426 | 4 | 2 | 1 | 0.0% |
| Q3 2022 | 11 | $3.0M | 110,186 | 3 | 2 | 2 | 0.0% |
| Q2 2022 | 10 | $2.2M | 73,855 | 1 | 3 | 3 | 0.0% |
| Q1 2022 | 8 | $2.5M | 72,303 | 2 | 4 | 1 | 0.0% |
| Q4 2021 | 11 | $5.6M | 149,555 | 4 | 2 | 0 | 0.0% |
| Q3 2021 | 8 | $8.6M | 243,346 | 1 | 2 | 2 | 0.0% |
| Q2 2021 | 9 | $4.4M | 130,125 | 2 | 3 | 2 | 0.0% |
| Q1 2021 | 8 | $3.8M | 116,820 | 2 | 1 | 2 | 0.0% |
| Q4 2020 | 5 | $4.4M | 131,905 | 1 | 1 | 1 | 0.0% |
| Q3 2020 | 5 | $2.5M | 82,301 | 2 | 1 | 1 | 0.0% |
| Q2 2020 | 4 | $976.2K | 34,988 | 0 | 1 | 2 | 0.0% |
| Q1 2020 | 5 | $927.4K | 40,172 | 2 | 1 | 0 | 0.0% |
| Q4 2019 | 7 | $1.7M | 59,682 | 1 | 0 | 3 | 0.0% |
| Q3 2019 | 5 | $1.1M | 43,096 | 0 | 0 | 3 | 0.0% |
| Q2 2019 | 5 | $1.8M | 68,135 | 1 | 2 | 2 | 0.0% |
| Q1 2019 | 4 | $1.2M | 48,085 | 0 | 3 | 0 | 0.0% |
| Q4 2018 | 4 | $1.1M | 46,510 | 0 | 0 | 0 | 0.0% |